Ottimate vs. Yooz

Plate IQ has been a perfect addition to our company. We had invoices with grease, creases, folds, shaded characters, etc, coming into our office all the time. The ability to scan, or even better, have invoices come through EDI, has completely changed the way we are able to handle invoicing.

Incentivized

when you have put the amount in, and the amount does not match the invoice yooz sends an alert to indicate that there is a missing amount that you have not added, and it also helps to let you know when some invoice amounts are more than the usual get for that vendor so you can take note

Incentivized

• Payments; ACH, VCard and check. Domestic only however
• SKU tracking (the AI part that works reasonably well)
• Invoice Processing Automation (Think bill.com on steroids)

• Strong integtation with Intacct (our GL)
• Strong OCR capabilities that capture the key information of an invoice with accuracy
• Very responsive Support Team if we encounter a problem or have a question.
• In depth documentation for users (pdf's videos) to learn the product

Incentivized

• EDI options could increase.
• BIll pay module could be improved.
• Some support issues could be addressed sooner.

Incentivized

• when exporting we have to change the total column's to numbers or it will export with the incorrect totals.
• Yooz needs to not allow itself to add a line to the total and change what you are posting. instead it needs to freeze you from moving on.

Incentivized

ALSOME PROGRAM MAKE EVERYDAY SO MUCH EASIER

Usability of Yooz is close to 10, solves the issue that many companies have and serve to its purpose. The platform is simple, but well design and it is always improving. Since we started using it almost 8 months ago, the invoicing process of our company enhanced sharply. But there is also room for improvement that is why a 9/10

Incentivized

They have a dedicated support person for each customer who actually knows the product.

Turnaround is usually within an hour or faster.

PiQ costs $250K less than netsuite (at a minimum). Unless you have/need netsuite, no comparison.

Bill.com isn't targeted, and doesn't give the functionality that PiQ has for analytics by SKU.

Expensify is the closest in ease of use. They are not competitive; just very similar.

Chrome River is slow and full of inconsistencies. Capturing invoices is confusing, as you have to assign approvers and coding at that time. No time to save it and research those details. It has multiple screens labeled inbox but are for different stages in the approval process that aren't specified unless you go into the invoice and review. When you go to exit the invoice, it takes you back to the main menu instead of the inbox you were currently working in. It is live, but the updates are every 10-15 minutes as opposed to immediately.

Incentivized

• In my opinion, it has had zero impact on ROI now that we are paying for an additional year.
• Another negative is that we've spent a lot of time discussing this issue with Plate IQ, to no avail. They feel it's appropriate to charge a company for an entire year of service even though said company emailed to cancel prior to the end of the first year of service.
• We also wasted a lot of time onboarding this company only to find out that the software left a lot to be desired.

• Yooz helped us process thousands of invoices in a more efficient manner than our previous process called Checkbook with Bank of America.
• Yooz allowed for a more efficient invoice approval process than the previous systems that were used. If the invoices were three way matched, they would be processed quicker.
• Yooz made the integration of the invoice and credit memo process into NetSuite more efficient than the previous software, however, there some limitations with Yooz because it did allow for duplicate invoices to be processed, and that was a big issue.

Incentivized